Lisa Grady-Strange
Rivertree Advisors · Winter Park, Florida
Lisa Grady-Strange is a fee-only financial advisor at Rivertree Advisors in Winter Park, Florida. Rivertree Advisors reports charging a percentage of assets on its Form ADV.
Request an introduction to Lisa →
Facts
| Firm | Rivertree Advisors |
|---|---|
| Based in | Winter Park, Florida |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $184.4M across 342 accounts |
| SEC registration | Investment adviser representative in FL · CRD 6727598 |
| Exams passed | Series 65 (2016) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.rivertree.co |
How Lisa's firm compares
- Rivertree Advisors's average account is about $539,000, from its Form ADV (assets managed divided by 342 accounts).
Request an introduction to Lisa
Tell Lisa a little about what you're looking for. Lisa isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Lisa
Is Lisa Grady-Strange a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Lisa holds no broker registration, and Rivertree Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Lisa charge for financial advice?
Lisa's firm, Rivertree Advisors, reports charging a percentage of assets on its SEC Form ADV.
Where is Lisa Grady-Strange based?
Lisa Grady-Strange is based in Winter Park, Florida.
Is Lisa Grady-Strange registered with the SEC?
Yes. Lisa Grady-Strange is registered as an investment adviser representative in FL (CRD 6727598), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Rivertree Advisors manage?
Rivertree Advisors reports $184.4M across 342 accounts in assets under management.
How do I contact Lisa Grady-Strange?
Through Lisa's website, www.rivertree.co.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
See something wrong? Request a correction. Read our methodology.